中邮证券给予万华化学买入评级，行业底部彰显龙头本色，强资本开支下静待风来

每日经济新闻03-22

中邮证券03月22日发布研报称，给予万华化学（600309.SH，最新价：77.2元）买入评级。评级理由主要包括：1）聚氨酯、精细化学量增驱动营收增长，23Q4产能投产+份额扩张驱动销量持续增长；2）产能扩张+成本控制出色，量增价减背景下整体毛利率微增；3）国内外需求企稳+MDI库存低位，公司逆势扩张弹性可期。风险提示：项目建设不及预期风险；需求不及预期风险;竞争格局恶化风险。AI点评：万华化学近...

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